1) Elevator Pitch

Momentum, Traction, Expertise: Your key numbers

Show your timeline and milestones to date
Growth metrics are key at early stage

Highlight press, partnerships, accolades

2) Market Opportunity: Define market size & your customer base

Define Your Market: What business/space you are in

Total Market Size: Dollar Size, Your Place/Niche
Customers: Clearly define exactly who you serve
Macro Trends & Insights

3) Problem & Current Solutions: What need do you fill? Other solutions
Define the real problem/need you’re solving, and for who

Who else is already doing this, and how are they going about it and what are they not getting right
or doing wrong?

4) Product or Service: Your solution

Tell the story of your customer and how customers use/value your product or service
Images and visuals are better than lots of text: show don’t tell

5) Business Model: Key Revenue Streams

Who is your primary customer & how do you make money
What is the pricing / model
Revenue and # of customers to date
Show basic math on revenues and conversion rates
Life-time value of an average Customer (How many months, how many dollars?)

6) Market Approach & Strategy: How you grow your business

Where are your customers looking today and finding help?
Where will you get in front of them?
How will you achieve your target growth rates?
What are the most important and unique channels and methods you will use to find and win
customers?
How are you doing it differently than others in the space?

7) Team & Key Stakeholders (Investors, Advisors)

Highlight key team members and their prior positions, successes, domain expertise
Demonstrate relevant experience
Which roles are the keys to success in your company/space?

8) Financials
Include 3-5 years of financial projections
Mention key & critical assumptions in your model of expenses, customer conversion, market
penetration %
Highlight each of these Yearly for at least 3 years:
Total Customers
 Total Revenue
Total Expense
EBITDA

9) Competition
Where do you exist in the larger overall Market Space?
What are your Advantages?
How is your place in the market unique to you, and the right one for your company growth
and customers?
Who are the competitors, why have they succeeded, and how do you truly differentiate
from them?

10) Investment: Your ‘Ask’ for funding, Basic use of funds

State how much Capital you are raising, and with what general Terms: Equity, Debt, Convertible
Note
What is the timing of your Capital raise?
Who are your existing & notable investors, if any?
What are your key Use of Proceeds (as % of total raise)
• Founder salaries
• Sales & Marketing
• New hires
• Technology / Product or Service development
• Capital expenses / equipment